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Morningstar

Calamos Evolving World Growth C CNWDX

Morningstar Medalist Rating
Medalist Rating as of | See Calamos Investment Hub
  • NAV / 1-Day Return 17.48  /  +0.46 %
  • Total Assets 391.4 Mil
  • Adj. Expense Ratio
    2.050%
  • Expense Ratio 2.050%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Diversified Emerging Mkts
  • Investment Style Large Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield —
  • Turnover 137%

USD | NAV as of May 17, 2024 | 1-Day Return as of May 17, 2024, 10:12 PM GMT+0

Morningstar’s Analysis CNWDX

Will CNWDX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CNWDX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CNWDX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CNWDX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Calamos Evolving World Growth C boasts strong Process and People Pillar ratings, but other weaknesses hold this strategy's Morningstar Medalist Rating at Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CNWDX

More CNWDX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 38.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd

10.80 41.2 Mil
Technology

MakeMyTrip Ltd. 0.01%

5.30 20.2 Mil
Corporate

SK Hynix Inc. 1.75%

5.20 19.8 Mil
Corporate

Macrotech Developers Ltd

2.89 11.0 Mil
Real Estate

Hindustan Aeronautics Ltd Ordinary Shares

2.58 9.8 Mil
Industrials

Reliance Industries Ltd

2.47 9.4 Mil
Energy

MercadoLibre Inc

2.41 9.2 Mil
Consumer Cyclical

DLF Ltd

2.34 8.9 Mil
Real Estate

Kalyan Jewellers India Ltd

2.29 8.7 Mil
Consumer Cyclical

Alchip Technologies Ltd

2.26 8.6 Mil
Technology